Western Alliance Bank logo

Client Service Advisor

Western Alliance Bank

Darbydale, OHJobSeen todaySeen in employer's feed today

Most applications go out cold — see where you stand first. No sign-up to start.

Watch jobs like this.

At a glance

Compensation
No compensation found
Location
Darbydale, OH
Work Authorization
Not specified

Olive lists jobs from US employers, including remote roles you can work from the United States.

Job overview

The Client Service Advisor supports law firms, legal professionals, and other stakeholders in the legal banking sector. The role provides guidance on account servicing, treasury management products, and financial services; handles account opening, maintenance, and closure; and helps resolve account issues. It also supports account research and analysis, service charge waivers, and wire transfer or ACH renewals while following applicable banking policies and regulations.

Skills & qualifications

RequiredNice to have

Skills

Treasury ManagementBanking OperationsDeposit OperationsLoan AdministrationCommercial BankingRegulatory ComplianceWord ProcessingSpreadsheet SoftwareSpeakingWritingCommunication

Qualifications

Treasury Management Service ExperienceHigh School DiplomaBachelor's in Related Field

Benefits

Medical Insurance
Dental Insurance
Paid Time Off
401(k) Match
Tuition Assistance

Full job description

Job Title: Client Service Advisor Location: OH - Columbus What you'll do: As a Client Service Advisor you'll be responsible for delivering exceptional client service to law firms, legal professionals, and other stakeholders within the legal banking sector. In this role you'll serve as a point of contact, ensuring clients receive timely support, guidance, and solutions related to operational activities, treasury management products and financial services. You'll open, maintain, and close all account types, and perform clerical duties while maintaining positive customer relations. - Provide expert consultation and customer service to legal clients regarding specialized banking products and services. Provide daily guidance to the department on deposits and account servicing, including treasury management products and services. - Work directly with customers to resolve account issues. Provide excellent customer service and represent the bank in a professional and responsible manner. May attend customer calls with business development team members to better understand the business relationship and support strategy development to meet customer needs. - Adhere to compliance, security, state and Federal regulations, bank policies, procedures and goals. Provide research on loan and deposit accounts as needed. Assist with account analysis, service charge waivers and wire transfer/ACH renewals. What you'll need: - 1+ years of related experience in Treasury Management Service or similar field. - High school diploma required; Bachelor's degree in related field preferred. - Entry level to intermediate knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services. - Entry level to intermediate knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices. - Entry level to intermediate working knowledge of various word processing and spreadsheet software. - Intermediate speaking and writing communication skills. **Benefits you'll love:**We offer all the important things you'd want - like competitive salaries, an ownership stake in the company, medical and dental insurance, time off, a great 401k matching program, tuition assistance program, an employee volunteer program, and a wellness program. In addition, you'll have the opportunity to bolster your business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands-on experience to help grow your career! About the company: Western Alliance Bank, Member FDIC, is a wholly owned subsidiary of Western Alliance Bancorporation. Serving clients nationwide, Western Alliance Bank includes six legacy bank brands - Alliance Association Bank, Alliance Bank of Arizona, Bank of Nevada, Bridge Bank, First Independent Bank and Torrey Pines Bank - that remain part of the company's heritage, as well as AmeriHome Mortgage, a Western Alliance Bank Company. Western Alliance Bancorporation is committed to equal employment and will consider all qualified applicants without regard to race, sex, color, religion, age, nation origin, marital status, disability, protected veteran status, sexual orientation, gender identity or genetic information. Western Alliance Bancorporation is committed to working with and providing reasonable accommodations for individuals with disabilities. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process and/or need an alternative method of applying, please email [email protected] or call 602-386-2488. When contacting us, please provide your con

Similar jobs, posted recently

Open roles like this one, listed in the last 30 days.

You've read the whole posting — now see how you match it.